See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $23,674 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 15 · EIN 47-1411118 | Recordkeeping | $21,305 |
ADP BROKER-DEALER10+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,550 | $59,417-31.8% | $93,606-56.7% | $74,495-45.6% |
| Participation rate | 89.0% | 59.7%+29.4pp | 68.7%+20.3pp | 67.2%+21.8pp |
| Annual return | 11.93% | 81.83%-69.9pp | 133.20%-121.3pp | 1364.94%-1353.0pp |
| Employer contribution / active EE | $284 | $1,264-77.5% | $2,420-88.3% | $2,623-89.2% |
| Participant deferral / active EE | $4,982 | $3,050+63.3% | $4,411+12.9% | $4,346+14.6% |
| Admin fee / account holder | $193 | $3,021-93.6% | $8,285-97.7% | $1,942-90.1% |